Policy Expiration Report

The Policy Expiration report gives quick access to a list of policies expiring within a specific time frame. You can include renewed and/or rewritten and/or expired policies in the results. Here are some rules and conditions that may be important for interpreting your results:

• The Exec, Rep, Broker, and other fields populate from the policy.
• Policies with an expiration date in the report date range and with Line of Business records are reported based on the filter selections.  There will be no reporting for policies that do not have Line of Business records.
• The Business with Agency filter provides a variety of combinations of different lines of business. They are as follows:
  • PL = Personal Lines
  • CL = Commercial Lines
  • NonPC = Non P&C
  • Benefits = Benefits
  • Life = Life
  • Hlth = Health
  • FS = Financial Services.
• Additional filters:
  • Business Unit
  • Company
  • Personnel
• If a contact is entered with Renewal Responsibility, that contact appears on the report. If no contact is assigned Renewal Responsibility, then the last contact entered for the customer will appear on the report. In either case, the contact name, email address, and responsibility show on the report.

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